IQSU - ETF AI Analysis
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IQ Candriam ESG US Equity ETF (IQSU)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Overall Year-To-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum for investors.
Leading Tech and Semiconductor Holdings
Several major technology and chip stocks in the top holdings have performed very strongly, helping drive the fund’s returns.
Low Expense Ratio
The fund charges a low fee, which helps investors keep more of the returns generated by the portfolio.
Negative Factors
Heavy Concentration in Top Tech Names
A large portion of the portfolio is tied to a few big technology stocks, increasing the impact if any of these companies struggle.
Notable Underperformers Among Top Holdings
Some major positions, including large technology and auto names, have shown weak performance this year, which can drag on the fund.
Almost Entirely U.S.-Focused
The ETF invests almost only in U.S. companies, offering little geographic diversification if the U.S. market faces a downturn.
IQSU vs. SPDR S&P 500 ETF (SPY)
AUM328.66M
RegionNorth America
Expense Ratio0.09%
Beta1.01
IssuerNYLIM
Inception DateDec 17, 2019
Dividend Yield0.97%
Asset ClassEquity
Index TrackedNYLIM Candriam U.S. Large Cap Equity Index - USD
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,784
30 Day Avg. Volume6,005
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
74.48Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering262
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IQSU Summary
IQ Candriam ESG US Equity ETF (IQSU) is a fund that follows the IQ Candriam ESG US Equity Index, focusing on large U.S. companies that score well on environmental, social, and governance (ESG) standards. It holds many well-known names like Apple, Microsoft, Amazon, and Alphabet, giving investors broad exposure to the U.S. stock market while aiming to support more responsible business practices. Someone might invest in IQSU for long-term growth and diversification across many sectors. A key risk is that it can rise or fall with the overall stock market, especially U.S. large-cap and tech-related shares.
How much will it cost me?The IQ Candriam ESG US Equity ETF (IQSU) has an expense ratio of 0.09%, meaning you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index rather than relying on active stock-picking.
What would affect this ETF?The IQSU ETF, with its focus on large-cap U.S. companies and strong exposure to technology and financial sectors, could benefit from continued innovation in tech and stable economic growth. However, it may face challenges from rising interest rates, which can impact growth-oriented sectors like technology, and regulatory changes affecting ESG-focused investments. Its emphasis on ESG principles positions it well for investors prioritizing sustainability, but shifts in market sentiment or economic downturns could negatively affect performance.
IQSU Top 10 Holdings
IQSU is leaning heavily on U.S. Big Tech, with Apple losing a bit of steam lately while still adding steady long-term fuel, and Microsoft clearly in the driver’s seat with rising momentum. Alphabet and Amazon are more of a mixed bag, with recent choppiness but solid underlying growth in AI and cloud keeping them central to the story. Micron and AMD bring a powerful semiconductor tailwind, helping offset Tesla, which has been dragging on performance this year. Overall, it’s a U.S.-only, tech-tilted ESG portfolio with a clear growth bias.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 10.03% | $32.78M | $4.67T | 33.49% | 79 Outperform | |
| Microsoft | 5.78% | $18.88M | $3.71T | 0.95% | 79 Outperform | |
| Alphabet Class A | 5.22% | $17.06M | $4.12T | 44.02% | 85 Outperform | |
| Amazon | 5.06% | $16.54M | $2.79T | 11.27% | 71 Outperform | |
| Alphabet Class C | 4.50% | $14.70M | $4.12T | 42.58% | 82 Outperform | |
| Micron | 3.48% | $11.39M | $1.15T | 673.84% | 79 Outperform | |
| Tesla | 3.40% | $11.13M | $1.40T | 0.92% | 73 Outperform | |
| Advanced Micro Devices | 2.21% | $7.24M | $779.62B | 215.98% | 73 Outperform | |
| Visa | 1.86% | $6.07M | $700.27B | 9.28% | 70 Outperform | |
| Mastercard | 1.35% | $4.41M | $507.39B | -0.86% | 75 Outperform |
IQSU Technical Analysis
Positive
―
Price Trends
62.06
Positive
60.79
Positive
57.33
Positive
Market Momentum
0.16
Positive
52.36
Neutral
48.43
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IQSU, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 62.70, equal to the 50-day MA of 62.06, and equal to the 200-day MA of 57.33, indicating a neutral trend. The MACD of 0.16 indicates Positive momentum. The RSI at 52.36 is Neutral, neither overbought nor oversold. The STOCH value of 48.43 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IQSU.
IQSU Peer Comparison
Comparison Results
Performance Comparison
IQSU
IQ Candriam ESG US Equity ETF
62.62
11.56
22.64%
IUS
Invesco RAFI Strategic US ETF
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―
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CVLC
Calvert US Large-Cap Core Responsible Index ETF
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FTQI
First Trust Hedged BuyWrite Income ETF
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―
―
SPHB
Invesco S&P 500 High Beta ETF
―
―
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INFO
Harbor PanAgora Dynamic Large Cap Core ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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